What are the responsibilities and job description for the Syndicated Loan Closer position at Lewis James Professional?
Syndicated Loan Closing Specialist
Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Syndicated Loan Closing Specialist for a direct hire opportunity with a financial services client.
Responsibilities:
- Gather and validate required due-diligence items for loan closings and amendments.
- Facilitate and verify initial funding activities, ensuring all general ledger entries balance appropriately.
- Manage the collection and application of all fees associated with the closing.
- Communicate relevant closing updates to partner banks involved in the syndication.
- Set up new loan facilities within internal systems and process ongoing maintenance activities.
- Assist in clearing post-closing exceptions and resolving documentation or booking discrepancies.
- Strong understanding of loan syndications and participations.
- Familiarity with syndicated credit structures and legal documentation.
- Knowledge of general ledger processes and reconciliation.
- Working understanding of real estate due-diligence requirements, including flood compliance.
- Interpret loan approvals, validate lending authority, and review complex credit agreements.
- Translate loan terms into accurate system setups that reflect legal documentation.
- Organize work effectively and maintain a structured operational approach.
Qualifications:
- Strong customer service orientation and ability to work with high-value clients.
- Advanced analytical and problem-solving abilities.
- Clear, professional written and verbal communication skills.
- Proficiency in Microsoft Office, particularly Excel.
- Exceptional attention to detail with the ability to identify, troubleshoot, and escalate risks or inconsistencies.
- Comfort working through ambiguity and adapting to changing requirements.
- Bachelor’s degree in finance or a related field required.
- 3–5 years of experience in loan closing, loan operations, due diligence, or loan system administration.
- Experience with ACBS or similar commercial loan systems is preferred.
For immediate consideration, please click “Apply” and use Job Code BHJOB11837_4316. You may also send a copy of your resume to: resumes@lewisjamesprofessional.com and enter only the following job code in the subject line: BHJOB11837_4316. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V